| B61 | MIAI, INC. CRD 111695 | TX | $213.3M | 5 | E*Trade→ |
| B61 | CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | TX | $133.3M | 2 | Charles Schwab→ |
| B61 | CAPITAL ADVISORY GROUP, INC. CRD 114539 | TX | $224.9M | 2 | Charles Schwab→ |
| B61 | BISON INVESTMENT ADVISORS, LLC CRD 149775 | TX | $157.5M | 3 | Charles Schwab→ |
| B61 | FAMILY DYNASTY ADVISORS LLC CRD 297082 | TX | $52.3M | 2 | Charles Schwab→ |
| B60 | FLACK, EMBER LOUISE CRD 114269 | TX | $180.0M | — | E*Trade→ |
| B60 | ALJEN ASSET MANAGEMENT LLC CRD 128962 | NJ | $230.2M | 3 | E*Trade→ |
| B60 | MILLINGTON SECURITIES, LLC CRD 147298 | NJ | $140.5M | — | E*Trade→ |
| B60 | ROCK HILL CAPITAL GROUP, LLC CRD 163129 | TX | $238.8M | — | E*Trade→ |
| B60 | JTS FUND ADVISORS, LLC CRD 283677 | TX | $156.4M | — | U.S. Bank→ |
| B60 | M & A CONSULTING GROUP, LLC CRD 286078 | TX | $155.4M | 2 | Charles Schwab→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | WEALTHYX LLC CRD 172380 | TX | $68.8M | — | E*Trade→ |
| B59 | OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | TX | $239.6M | — | E*Trade→ |
| B59 | D.H. HILL ADVISORS, INC. CRD 116324 | TX | $226.4M | 18 | Charles Schwab→ |
| B59 | BYRON PLACE CAPITAL MANAGEMENT, LLC CRD 282078 | NJ | $48.4M | 1 | E*Trade→ |
| B59 | PARADIGM WEALTH ADVISORY LLC CRD 283120 | NJ | $201.2M | 7 | Charles Schwab→ |
| B59 | ACA/PRUDENT INVESTORS PLANNING CORPORATION CRD 47798 | NJ | $351.4M | 2 | E*Trade→ |
| B59 | DOUBLE EAGLE CAPITAL MANAGEMENT LP CRD 135522 | TX | $133.2M | 1 | E*Trade→ |
| B59 | RSW INVESTMENTS HOLDINGS, LLC CRD 302023 | NJ | $2.30B | 2 | Morgan Stanley→ |
| B59 | ASSET MANAGEMENT CONSULTING SERVICES, INC. CRD 128793 | NJ | $144.2M | 2 | Pershing→ |
| B59 | PIVOT POINT ADVISORS, LLC CRD 130562 | TX | $141.7M | 2 | Charles Schwab→ |
| B59 | KENSINGTON FINANCIAL ADVISORS LLC CRD 136346 | NJ | $159.9M | 2 | Charles Schwab→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B59 | FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | TX | $135.3M | 1 | Charles Schwab→ |
| B58 | TKC WEALTH MANAGEMENT LLC CRD 158498 | TX | $138.6M | 5 | Charles Schwab→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B58 | DDELTA REAL ESTATE INVESTMENTS INC. CRD 326662 | TX | $169.6M | 1 | Pershing→ |
| B58 | BROADMARK ASSET MANAGEMENT LLC CRD 109422 | TX | $238.4M | — | E*Trade→ |
| B58 | GSV ASSET MANAGEMENT, LLC CRD 154664 | TX | $143.4M | — | E*Trade→ |
| B58 | LONE STAR INVESTMENT ADVISORS, LLC CRD 158283 | TX | $119.9M | — | E*Trade→ |
| B58 | WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | TX | $205.1M | — | E*Trade→ |
| B58 | CORRADO ADVISORS, LLC CRD 111721 | NJ | $252.8M | 6 | Charles Schwab→ |
| B58 | TALARA CAPITAL MANAGEMENT, LLC CRD 158866 | NJ | $317.6M | — | U.S. Bank→ |
| B58 | TILLRIDGE CAPITAL PARTNERS, LLC CRD 284992 | TX | $270.0M | — | E*Trade→ |
| B58 | BUILDGROUP MANAGEMENT, LLC CRD 289150 | TX | $294.4M | — | E*Trade→ |
| B58 | EFS ASSET MANAGEMENT LLC CRD 106184 | TX | $70.0M | 1 | Charles Schwab→ |
| B58 | ALTMAN INVESTMENT MANAGEMENT LLC CRD 113832 | NJ | $119.9M | 6 | Charles Schwab→ |
| B58 | J.K. FINANCIAL, INC. CRD 114929 | TX | $195.8M | 2 | Charles Schwab→ |
| B58 | WOLOSHIN INVESTMENT MANAGEMENT, LLC CRD 132346 | NJ | $180.4M | 3 | Charles Schwab→ |
| B58 | MERCANTILE ADVISORS I, LLC CRD 165094 | TX | $146.0M | 2 | Charles Schwab→ |
| B58 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC CRD 155392 | NJ | $161.7M | 15 | E*Trade→ |
| B58 | 9823 CAPITAL, LP CRD 324329 | TX | $677.1M | 3 | Goldman Sachs→ |
| B57 | SENTRY MANAGEMENT INC CRD 107379 | TX | $5.44B | 3 | E*Trade→ |
| B57 | FRUTH INVESTMENT MANAGEMENT CRD 107273 | TX | $417.8M | 3 | Charles Schwab→ |
| B57 | CAMDEN WEALTH ADVISORS LLC CRD 148518 | TX | $366.3M | 5 | Fidelity→ |
| B57 | GULFSTREAM CM, LLC CRD 165459 | NJ | $244.2M | 4 | Pershing→ |
| B57 | KERCHEVILLE ADVISORS LLC CRD 169471 | TX | $554.7M | 3 | Pershing→ |
| B57 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | NJ | $666.4M | 5 | Charles Schwab→ |
| B57 | LEGACY CG LLC CRD 108541 | TX | $378.6M | 4 | Charles Schwab→ |